worldox connect adds secure document sharing …...worldox connect adds secure document sharing and...

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Copyright © 2017 PeerViews Inc. All rights reserved. www.technolawyer.com Hot new products for lawyers and law office administrators. TL NewsWire TM r99pp25tl66 S ecure document sharing with clients looks like the next big thing in legal technology thanks to more stringent ethics rules and more sophisticated clients. Ideally, moving beyond email to a more secure platform should not require your firm to overhaul its existing infrastructure and workflows — including its use of Outlook. Worldox Connect ... in One Sentence Launched recently, World Soft- ware’s Worldox Connect is a se- cure document sharing platform that integrates with Worldox GX4, the company’s popular document management system (DMS). The Killer Feature Sharing one or more documents or folders be- gins with a right click within the Worldox client, and choosing the Send File to Worldox Connect option from the contextual menu. You then set the permissions for the items you’re sharing. You can prevent or allow clients to invite others, re- strict files to viewing or allow downloading, and set an expiration date. Worldox Connect uses Workshare technology, but you need not be a Workshare customer to use Worldox Connect. Clients who receive a sharing link via email for the first time create a Worldox Connect Portal account on the web, and from there can begin collaborating with you. Collaboration tools enable clients to comment on documents and compare changes between versions. If you allow downloads, clients can edit documents and upload a new version. Worldox notifies you of the new version, which you can bring into Worldox using the Sync File From Worldox Connect function in the same contextual menu used to initiate secure sharing. You can then make your own edits, and send this version back to the portal. At anytime, you can stop syncing and remove documents from the portal. “There’s an increasing emphasis on both co- llaboration and security,” says World Software Worldox Connect Adds Secure Document Sharing and Collaboration to Worldox By Neil J. Squillante June 7, 2017 “There’s an increasing emphasis on both collaboration and security,” says World Software President Ray Zwiefelhofer. “This presents today’s law firm with the challenge of implementing both in such a way that documents can be shared effortlessly while still controlling access to them and protecting the security of the internal DMS. Worldox Connect does this for law firms.” Right-Click Access to Worldox Connect

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Page 1: Worldox Connect Adds Secure Document Sharing …...Worldox Connect Adds Secure Document Sharing and Collaboration to Worldox By Neil J. Squillante June 7, 2017 “There’s an increasing

Copyright © 2017 PeerViews Inc. All r ights reserved.

www.technolawyer.com

Hot new products for lawyers and law office administrators.TL NewsWireTM

r99pp25tl66

Secure document sharing with clients looks like the next big thing in legal technology

thanks to more stringent ethics rules and more sophisticated clients. Ideally, moving beyond email to a more secure platform should not require your firm to overhaul its existing infrastructure and workflows — including its use of Outlook.

Worldox Connect ... in One SentenceLaunched recently, World Soft-ware’s Worldox Connect is a se-cure document sharing platform that integrates with Worldox GX4, the company’s popular document management system (DMS).

The Killer FeatureSharing one or more documents or folders be-gins with a right click within the Worldox client, and choosing the Send File to Worldox Connect option from the contextual menu. You then set the permissions for the items you’re sharing. You

can prevent or allow clients to invite others, re-strict files to viewing or allow downloading, and set an expiration date. Worldox Connect uses Workshare technology, but you need not be a Workshare customer to use Worldox Connect.

Clients who receive a sharing link via email for the first time create a Worldox Connect Portal account on the web, and from there can begin collaborating with you. Collaboration tools enable clients to comment on documents and compare changes between versions.

If you allow downloads, clients can edit documents and upload a new version. Worldox notifies you of the new version, which you can bring into Worldox using the Sync File From Worldox Connect function in the same contextual menu used to initiate secure sharing. You can then make your own edits, and send this version back to the portal. At anytime, you can stop syncing and remove documents from the portal.

“There’s an increasing emphasis on both co-llaboration and security,” says World Software

Worldox Connect Adds Secure Document Sharing and Collaboration to WorldoxBy Neil J. SquillanteJune 7, 2017

“There’s an increasing emphasis on both collaboration and security,” says World Software President Ray Zwiefelhofer.

“This presents today’s law firm with the challenge of implementing both in such a way

that documents can be shared effortlessly while still controlling access to them and

protecting the security of the internal DMS. Worldox Connect does this for law firms.”

Right-Click Access to Worldox Connect

Page 2: Worldox Connect Adds Secure Document Sharing …...Worldox Connect Adds Secure Document Sharing and Collaboration to Worldox By Neil J. Squillante June 7, 2017 “There’s an increasing

www.technolawyer.com

About TL NewsWireSo many products, so little time. Each issue of TL NewsWire reports on and links to several hot new products and services of interest to law firms and legal departments. The innovative structure of TL NewsWire’s articles, which feature sections such as “In One Sentence” and “The Killer Feature,” enable lawyers and law office administrators like you to quickly understand the function of each product, and zero in on its most important attributes. TL NewsWire is free. Learn more at technolawyer.com/tlnewswire.

Copyright © 2017 PeerViews Inc. All r ights reserved.

| Page 2TL NewsWireTM

President Ray Zwiefelhofer. “This presents today’s law firm with the challenge of imple-menting both in such a way that documents can be shared effortlessly while still controlling access to them and protec-ting the security of the internal DMS. Worldox Connect does this for law firms.”

Other Notable FeaturesIn addition to sharing documents from within Worldox, you can take advantage of Worldox Connect’s Outlook integration. This works similarly to sending attachments the old fashioned way except that you attach documents directly from Worldox. This triggers the Workshare Protect panel within Outlook in which you apply access rights.

The documents then get moved to the Worldox Connect Portal, and the message you send contains a corresponding link. If documents don’t require the security of Worldox Connect, you can instead convert Word documents to PDFs on the fly, remove the metadata from the documents, compress them into a ZIP file, and send them via email.

Worldox GX4 offers a new tool called Groups to facilitate sharing. You can create a Group for

a matter or other project, and then share the Group via Worldox Connect. Group members can then share documents and collaborate.

Worldox Connect works on your iPhone and iPad too. You can share documents and access shared documents on the go by using the Work-share app in conjunction with the Worldox app.

What Else Should You Know?No matter how you use Worldox Connect, ad-ministrative tools enable you to view an audit trail of all activity, revoke access, delete users, force password resets, etc. Shared documents reside in Amazon Web Services and are encrypted at rest and in transit. You can change datacenters and other parameters for compliance purposes.

r99pp25tl66

WorldoxWorld Software Corporation

266 Harristown RoadSuite 201

(201) 444-3228(800) 962-6360

www.worldox.com

In addition to sharing documents fromwithin Worldox, you can take advantage

of Worldox Connect’s Outlook integration.This works similarly to sending

attachments the old fashioned wayexcept that you attach documents directlyfrom Worldox [and] apply access rights.

Toolbar Access to Worldox Connect